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The WhatsApp | Facebook post (part II)

Reading Time: 5 minutes This post follows on from my first post that looked at the valuation of the WhatsApp acquisition. The  why From a WhatsApp point-of-view the why is perfectly simple, everyone gets rewarded for all the hard work that has been put in building a successful product with 430+ million users around the world. It is the… Continue reading The WhatsApp | Facebook post (part II)

The WhatsApp | Facebook post (part I)

Reading Time: 3 minutes Gosh, where do I start, Nigel Scott asked me what I thought this morning and I replied that I was pulling together my thoughts and that I was gobsmacked at the time; I am still gobsmacked and here are my rather unstructured thoughts below. The valuation Ok lets talk about the valuation in bald terms… Continue reading The WhatsApp | Facebook post (part I)

Platforms and information war

Reading Time: 6 minutes Bill Bishop in his excellent newsletter Sinocism (paywall) asked some interesting questions about platforms and information war as part of an opinion piece covering a wider range of issues. It was a particular question that he posed about platforms and information war that got my attention. …if you believe that the PRC is engaged in… Continue reading Platforms and information war